Dow: Dividend Is Destroying The Company, Beware

May 27, 2025 5:00 AM ETDow Inc. (DOW) StockDOW31 Comments
Julia Ostian
700 Followers
(7min)

Summary

  • Dow's nearly 10% dividend yield is unsustainable, driven by a collapsing stock price and negative earnings, not strong fundamentals.
  • The company is bleeding cash, with payout ratios far exceeding profits and cash flow, making a dividend cut inevitable for survival.
  • Macroeconomic headwinds, including potential EU tariffs and restructuring in Europe, further threaten Dow's already fragile financial position.
  • Despite the tempting yield, Dow is not a buying opportunity; investors should expect a dividend cut and avoid chasing this risky payout.

Indianapolis - February 2016: Dow AgroSciences World Headquarters

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Introduction

If you, as an investor, are told the name Dow (NYSE:DOW), and asked to continue the list, you’d probably say Johnson & Johnson (JNJ), Coca-Cola (KO), Procter & Gamble (PG

This article was written by

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I’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating investment content. I actively analyze publicly traded companies with a focus on business models, earnings performance, and competitive positioning. I also run a finance-focused YouTube channel called “The Market Monkeys”, where I share my thoughts on investment strategies, earnings reports, and market trends. I joined Seeking Alpha to contribute thoughtful, research-backed analysis that helps other investors make better decisions. My goal is to offer clear, unbiased insights into companies' strengths, risks, and valuation to help readers to build their unique opinion and investment strategy.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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